Michael Roper (CRD# 5655920) is an Investment Advisor Representative working at Key Investment Services LLC in Souderton, PA and has over 14 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Investment Services LLC | Plymouth Meeting, PA | Nov 2016 - Current | 7 |
| Key Investment Services LLC | Plymouth Meeting, PA | Sep 2016 - Nov 2016 | < 1 |
| Keybank | Lansdale, PA | Sep 2016 - Nov 2016 | < 1 |
| First Niagar Bank | Doylestown, PA | Jun 2014 - Sep 2016 | 2 |
| Lpl Financial LLC | Doylestown, PA | Jun 2014 - Sep 2016 | 2 |
| Metlife Securities Inc. | Allentown, PA | Jun 2009 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2009 |
| S65 | NASAA Investment Advisors Law Examination | May 2011 |
- PA
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Total Assets Under Management4,188MILLIONS
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Total Number of Accounts26,437ACCOUNTS
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Average Account Value$158,412
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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